SEMI/Gartner Market Symposium

The SEMI Market
Symposium, co-sponsored by SEMI and Gartner, provides a midyear market update
as well as a forum to discuss pertinent business issues. SEMI and Gartner will
present market forecasts and analysis for the semiconductor, capital equipment
and semiconductor materials industries.

The Electronics Industry of 2020: How the Future Ecosystem will change within
the Supply Chain

There has been much discussion in the past few years of the

potential that IoT has to impact the lives of consumers and

Enterprises.The opportunitiesforimproving costs, coupled with the ability to delivernew
services is causing traditional suppliers to rethink their product
roadmaps and a slew of new companies areforming with a view to carving
out a profitable slice of this new market. This presentation looks
forward to 2020 and shares some thoughts as to how thesupply chain of
the electronic industry could look in that timeframe.

Uncertainty returns to the semiconductor equipment industries as leading
producers recover from excess inventory and the effects of a soaring
dollar ripple through the industry. In logic, the battle for technology
leadership continues as leading foundries and IDMs battle for supremacy
in the mobility segments. Memory investment continues to drive growth
on the near term, but emerging oversupply conditions point to a near
term correction. This presentation will present an overview of our latest
forecast for the semiconductor industry, capital spending andequipment
markets, and will examine the implications of the changing growth
patterns throughout the industry.

China's
Funding of the Semiconductor Industry Affects Your Business More Than You
Know

The aggressive China investment to grow the domestic capability of
semiconductor manufacturing may not cause an immediate change to the
competitiveness of semiconductor vendors, but the impacts have already
been felt by many global companies. In this talk,

the reasons and
status of the Big Funding will be reviewed together with what will be
expected next and how your business will be affected.

2014 was a good year for the industry; semiconductor revenues reached a record level and both the equipment and materials segments experienced positive growth for the first time since 2011. 2015 is off to a promising start as the economic outlook remains cautiously optimistic. This presentation will discuss year-to-date trends based on SEMI's data collection programs for equipment, silicon, mass flow controllers, and leadframes. Semiconductor materials, including Wafer Fab and Packaging materials, and equipment forecasts through 2016 will also be presented.

Wearables (as a subset of the IoT) are oft-hyped
as a potential “net new” opportunity for semiconductor market growth. As the market emerges, we discuss how
semiconductor vendors are gaining share, and quantify the revenue potential
through 2019. How can semiconductor
and equipment companies capitalize on the new growth areas for maximum value
in this high growth market?

The
MCU is at the core of the internet of things; however, before
themicrocontroller (MCU) manufacturers get to excited they need
tounderstand
that how their customer designs their IoT architecture willimpact the
intelligence of the MCU. Depending
upon the how network,

latency, and the amount of work the thing on the edge
is designed toperform, it will have a significant impact on the Type of MCU
that will be employed in the thing.

While
China is an important manufacturing region for the semiconductor
industry, China headquartered companies encounter a number of challenges
compared to leading global players. These include the huge funding
required for advanced IC manufacturing, the late start and lack of scale
of the domestic companies, and previous reliance on government
initiatives to compete in the global market.

To create new
growth opportunities for the China semiconductor industry, the
government has implemented a different approach to scale up China’s IC
industry. Investments directed by professional investment managers will
fund China companies to develop leading edge products and solutions with
respect to IC design, wafer fabrication, advanced packaging, and
equipment and materials. Investments will include funding for merger and
acquisitions and to foster global collaboration so to scale the
capabilities of China-based companies.

Today, the
electronic product eco-system is well established in China, especially
in the mobile and consumer sectors, so new investments to scale IC
design and manufacturing will boost the semiconductor industry
eco-system in China as well.

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